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Financial Consultant Financial Advisor Financial Services

Wealth Planning Associate – Hybrid Client Advisor

Job in Portland, Multnomah County, Oregon, 97204, USA
Listing for: Focus Financial Partners, LLC
Full Time position
Listed on 2025-12-22
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor, Financial Services
Job Description & How to Apply Below
A leading financial services firm is seeking an Associate Wealth Advisor in Portland, Oregon. In this role, you will work closely with clients to develop personalized wealth strategies and manage client relationships. Responsibilities include utilizing planning software, engaging with Wealth Advisors, and ensuring compliance in financial planning processes. The position requires a Bachelor's Degree and 2+ years of experience, offering a hybrid work model with competitive compensation, including potential bonuses and benefits.
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Position Requirements
10+ Years work experience
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